Natixis Advisors, L.P. Vertex, Inc. Transaction History

Natixis Advisors, L.P.

$63 Billion
Q2 2025

A detailed history of Natixis Advisors, L.P. transactions in Vertex, Inc. stock. As of the latest transaction made, Natixis Advisors, L.P. holds 15,146 shares of VERX stock, worth $375,620. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,146

Previous 10,412 45.47%

Holding current value

$375,620

Previous $365,000 46.58%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$33.45 - $41.87 $158,352 - $198,212	4,734 Added 45.47%	15,146 $535,000
Q1 2025 May 08, 2025	SELL	$31.15 - $58.95 $530,359 - $1 Million	-17,026 Reduced 62.05%	10,412 $365,000
Q4 2024 Feb 10, 2025	SELL	$39.21 - $56.92 $127,785 - $185,502	-3,259 Reduced 10.62%	27,438 $1.46 Million
Q3 2024 Nov 06, 2024	SELL	$34.62 - $40.01 $139,276 - $160,960	-4,023 Reduced 11.59%	30,697 $1.18 Million
Q2 2024 Aug 01, 2024	SELL	$27.94 - $36.05 $77,254 - $99,678	-2,765 Reduced 7.38%	34,720 $1.25 Million
Q1 2024 Apr 25, 2024	SELL	$23.54 - $33.58 $260,870 - $372,133	-11,082 Reduced 22.82%	37,485 $1.19 Million
Q4 2023 Feb 06, 2024	SELL	$22.03 - $29.5 $52,872 - $70,800	-2,400 Reduced 4.71%	48,567 $1.31 Million
Q3 2023 Nov 13, 2023	BUY	$17.77 - $23.1 $206,043 - $267,844	11,595 Added 29.45%	50,967 $1.18 Million
Q2 2023 Aug 15, 2023	BUY	$18.51 - $22.99 $338,214 - $420,073	18,272 Added 86.6%	39,372 $768,000
Q1 2023 May 11, 2023	SELL	$12.0 - $20.93 $34,404 - $60,006	-2,867 Reduced 11.96%	21,100 $437,000
Q4 2022 Jan 27, 2023	BUY	$14.0 - $18.59 $24,416 - $32,420	1,744 Added 7.85%	23,967 $348,000
Q3 2022 Nov 14, 2022	BUY	$9.86 - $15.1 $41,195 - $63,087	4,178 Added 23.15%	22,223 $304,000
Q2 2022 Aug 12, 2022	BUY	$9.59 - $16.25 $6,051 - $10,253	631 Added 3.62%	18,045 $204,000
Q1 2022 May 12, 2022	BUY	$12.71 - $16.79 $221,331 - $292,381	17,414 New	17,414 $267,000

Others Institutions Holding VERX

# of Institutions

288

Shares Held

81.8M

Call Options Held

2.9M

Put Options Held

13.5K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.2B
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

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Natixis Advisors, L.P. Vertex, Inc. Transaction History